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Allan Goldstein was born and raised in Canada and presently lives in Los Angeles, California. A lifetime learner and avid adventurer, his travels and interests have taken him around the world and has seen him earn undergraduate and graduate degrees as well as multiple credentials in Psychology, Environmental Studies, Education, Senior Fitness and Nutrition. Allan's first career as an international award winning screenwriter and director saw him direct over fifty productions for many of the major American and European film and television studios and networks. His second career shift as an educator, life coach and Special Education department chair has seen him help, support and provide guidance to disadvantaged teenagers with mild to moderate learning disabilities in the inner city of L.A. His most recent career shift takes his experiences and skills as a teen life coach and credentialed educator and extends it to researching and writing about the psychosocial implications of adult retirement in the twenty first century coupled with his on going training to become a certified professional retirement coach. An avid sailor, high altitude hiker, skier, fitness instructor and both a fiction and nonfiction writer, Allan has travelled and worked on almost every continent on this beautiful planet which has provided him with a unique perspective on the different cultures, beliefs and attitudes that create the mosiac that we call the human experience. Allan is married to his wonderful wife Anja and is the father of a blended family of four children ages eighteen to thirty one.

Jim has 31 years of California law enforcement experience with four Police Departments. He retired as the Police Chief for the city of Antioch. Chief Hyde has a Bachelor of Science Degree in Criminal Justice from the University of South Dakota, a Masters Degree in Clinical Psychology from the Professional School of Psychology, Sacramento. Jim is a certified Executive Coach and he is also a doctoral student studying Organizational Psychology.

Jim is a co-founder of the West Coast Post-trauma Retreat. The WCPR is a trauma treatment program for emergency service professionals from Guam to London. He was twice the board president of the First Responders Support Network. He was the co-coordinator of the Sacramento Police Department's Peer Support Program for 14 years. He has taught and developed peer support programs for public safety agencies across the U.S and overseas.
He was the California National Guard’s Embedded Behavioral Health Program Coordinator and lead trainer for the Peer To Peer Combat Stress Program for troops deploying to and returning from the Middle East. Jim is a graduate of the California National Guard’s Officer Candidate School, later an OCS instructor, and a Combat Life Saver instructor. He has been a repeat presenter for the Department of Defense National Suicide Prevention Conference, recipient of the California National Guard’s Medal of Merit and the Association of the United States Army’s Patrick Henry Distinguished Service Award.

Jim is the co-founder and editor of PeerSupportCentral.com, which is an online trauma and stress management resource for public safety and military personnel. He is the division chief for Dprep, LLC Peer Support & Trauma Recovery training. He was a member of the Sacramento Regional Critical Incident Stress Debriefing Team and the International Critical Incident Stress Foundation.

He is a graduate of the University of Southern California’s Delinquency Control Institute. He is also a graduate of the Senior Management Institute for Police sponsored by the Kennedy School of Government, Harvard University and the Police Executive Research Forum.

Jim is the lead U.S. trainer for Different Tracks Global of Belfast, No. Ireland. DTG is a global non-profit organization providing community based conflict management, community relations and mediation training for community leaders across around the world.

Jim was a family trauma & conflict presenter at the UN Peace Conference at The Hague, Netherlands. Jim was a co-recipient of the U.S. Department of Justice Project Safe Neighborhood’s Community Outreach National Award.

Twenty-seven (27) years of living the corporate “dream” as a career sales and marketing executive in medical capital equipment led me to realize I was a P.O.W. – a Prisoner of Work.
Overwhelm, exhaustion, stress, and deadlines loomed large until I woke up one day and realized there had to be something more for me. A place in the world where I could use my talents and passions to design my future - AND still have time to play!

In 2003, I met my husband Jeff. In witnessing his success, I recognized my own shortcomings. While professionally I was known as The Finance Diva, made my companies millions of dollars year after year, always landing at the top in sales for my company, I had a dirty little secret. I couldn’t tell you anything about my own money or investments! Worse yet, I was not creating permanent wealth, nor was I financially independent from my company. That all quickly changed when Jeff and I started dating (thank God!).

Because I transitioned from Corporate America to Entrepreneur, I understand the unique challenges that come along with making money from your passion and expanding your mind to build a healthy “Wealth Esteem”. I became a CeFT® (Certified Financial Transitionist®) to further expand my knowledge and solutions for those going through financial transition and prepare and plan the financial aspects of transition. As I entered into “retirement age” and helped my clients navigate through retirement I realized the “non-financial” aspects of retirement such as finding purpose, exploring spirituality and health and wellness were just as important as the financial planning yet rarely addressed. I expanded my knowledge and tool chest by obtaining my certification as a CPRC (Certified Professional Retirement Coach), because happiness and fulfillment are about more than the money.

Today, I am fiercely committed to holistically guiding those who want to learn how to redefine their purpose after their career, explore spirituality, learn the unique health challenges as a senior and how your diet and exercise can help you continue a healthy and active life and create certainty about their money.

We are a fee-only firm providing financial planning and investment management to clients. I work with individuals and families helping them to get their financial house in perfect order.

Bob Foley, CPRC , is a degreed social worker, former HR executive, past President/CEO and now a proud Retirement Lifestyle Coach.
Founder of Legacy Transitions Bob is committed to helping his peers plan their new Retirement lifestyles and help them successfully transition. The focus of his practice revolves around facilitating his client's blueprint for retirement which includes the emotional and relational elements, rarely included in retirement planning. Connect with Bob through his website (www.Legacytransitions.org) which hosts his blogs and podcasts.

During my 40 year career, I have always worked with women in one capacity or another. It seemed like a normal transiton now in retirement coaching after hitting bumps in the road through my own personal retirement.

After 35 years in the insurance business, I felt it was time for a change, so I began to explore something new, with hopes of finding something that aligned with my core values that would give me purpose in this next chapter of my life.  Amazingly, I’ve found it with retirement coaching.

I know that “retirement” is more than just traveling or golfing. I’ve found that while wanting to enjoy the freedom and flexibility in this next chapter, I also need purpose, meaning and identity. It’s been a great journey so far and I love helping others in their journey.

Loretta has worked in academia and in the business world with a wide variety of people and organizations to help them become more focused, motivated, efficient and profitable. People who have attended her presentations and seminars have BENEFITED from her positive outlook and attentive listening style. Loretta helps people identify, plan and succeed in Accomplishing their goals.

I coach senior executives in transition and younger leaders who wish to grow their businesses or advance their careers. My background including international experience in education, financial services, and management consulting at A.T. Kearney, Arthur Andersen Business Consulting, KPMG, and Salomon Brothers Inc has given me the confidence to bring transformative ideas and approaches to clients. Academic credentials from universities in the US and Western Europe and professional certificates in retirement coaching, adult education, financial planning, and organizational change management provide me with conceptual grounding and experience to coach senior executives and younger leaders. In the past several years, I have also focused on preparing soon-to-be retirees in how to make the most of their new paths in life.

As a dual citizen of the Republic of Ireland and the United States, I'm proud of my Irish roots and the growth opportunities that the US has provided. Dual citizenship has made it possible for me to enjoy many interesting learning and work opportunities. I lived, studied, and worked for many years in Belgium, Norway, Sweden, the UK, and Canada, as well as in the U.S., I believe I've developed a level of cultural sensitivity and nuance in working with diverse clients. That has helped me to ensure good results and positive outcomes in my work.

My wife, Edie Sawitsky, and I are transplants to Vermont. We practice our strong beliefs about serving our community.
I have served as Vice Chair of the Town of Bennington Select Board, President of the Board of Directors of the Better Bennington Corporation,, member of the Bennington Economic Development Partners, and am past Chair of the Vermont Leadership Board of the American Lung Association. I have also been a key member of the Southern Vermont Economic Development Zone Study team and, since 2012, have been appointed by two successive Governors of Vermont to serve on the Vermont Economic Progress Council through April, 2021.

Edie and I have one child, Karin Maria, an artist and consultant, who resides lives with our two grandchildren in Oslo, Norway. Both Karin Maria and the grandchildren are dual citizens of the U.S. and the Kingdom of Norway. Dual citizenship opens up a much wider world of opportunities and choices for them too.

The opportunity to shift gears after relocating to Vermont has also allowed me to dedicate energy to economic development and business recruitment and driving improvements in the governance and effectiveness of not-for-profit organizations in my adopted state, Vermont, as well as to provide coaching and consulting services in the northern New England region.

Coaching (paid) and mentoring keep me involved outside of Vermont communities, with regional and international clients.

“Focused, candid, ethical, and effective,” according to my colleagues and clients.

After more than 25 years in technology, I returned to my first love: coaching. I love to help others remove obstacles, re-ignite passions, and create new dreams. My style is direct, compassionate, and meant to foster inspiration and courage. I specialize in retirement transition planning and business and executive coaching. A Certified Professional Retirement Coach, I also am a member of the International Coach Federation. I serve on three non-profit boards as well as being a Rotarian—I believe strongly in service to others and having fun every day.

Jaco Fouché is professor in the School of Accounting Sciences at the Potchefstroom Campus of the North-West University (NWU). Jaco holds the CA(SA) and CFP designations, a master's degree in financial management and a PhD in accountancy. He has almost two decades of teaching experience at various levels of complexity. In this time he has received various outstanding educator and presenter awards, including an award for the best lecturer at the NWU, the KPMG best presenter award at the SAAA national conference and a HELTASA commendation award. He is responsible for the financial strategy module at honours and masters level for the CIMA-programme. Jaco is also co-author of a number of article and books, including Living Financially Carefree, and is reviewer for various accredited journals. He is co-founder and CEO of the Financial Training Institute and director and investment specialist at Jenwil BlueStar Financial Advisory services.

Robert Laura is the Retirement Activist who is committed to changing the way people think about and prepare for every aspect of retirement. His nationally syndicated columns at Forbes.com and Financial Advisor magazine reflect his ground breaking efforts to challenge the status quo of traditional retirement planning.

As a former social worker and certified personal trainer turned money manager and author, he has found that retirement is among the most fascinating, yet least understood, phases of life. Through interviews with celebrities, professional athletes, entertainers, leading experts, and his own clients, he’s develop a powerful message to tackle the mental, social, spiritual, and financial aspects of retirement. His objective is simple: to help people create a no-regrets retirement plan

Michele is a Professional Certified Coach currently certified with the International Coach Federation, with over 4,000 hours of direct coaching with leaders, managers and their teams. She has been a mentor coach for 8 years, supporting coaches to achieve their ICF professional coach certification. She is an accredited Coach Supervisor and was an examiner for the ICF Certification Committee. In 2010 she received the “Prism Award” for coaching excellence with Chevron Canada Resources. She was on the Optimum Talent team of coaches who won the 2016 “Prism Award”, for their work with McKesson Canada.

I've been in the industry for 20 years specializing in life insurance and retirement savings and preparedness. I am currently a retirement planning advisor with the Utah Retirement Systems where I manage a territory with approximately 12,000 members over 55 different state agencies. I am responsible for educating members in regards to their pensions and savings plans as well as coordinate 20 retirement seminars throughout the state. I also conduct over 375 one on one retirement planning sessions throughout the year with URS members. The emphasis of the sessions is to assist members with understanding how much of their current income will be replaced by their pensions, savings plans, and Social Security. A truly rewarding experience!

Coach and trainer to older people and retirees in the use of their Smart Technologies empowering them to cope and stay connected. Recently graduated with a Master of Information Management Degree with Distinction having carried out a research project on online human behavior. I have a natural flair communicating and engaging with older people and I am passionate about empowering them in the face of retirement. I am an advanced public speaker and am on the Executive of the Wellington Jazz Club in New Zealand, where I have resided for 20 years.

Dr. Richelle Hoekstra-Anderson has been a clinical psychologist for over 25 years in central Wisconsin along with being employed in a community college as an undergraduate psychology professor and Student Success counselor, and an adjunct professor for the Master's Counseling Psychology program for Lakeland University. She is the owner of Crossroads Renewal Coaching and Counseling Services, LLC in Wisconsin Rapids, WI and provides Dream-Building and Encore Career Coaching to adults who are invested in elevating their lives to reaching their dreams.